Boit C.F. David’s Fiserv Inc FISV Stock Holding History

Boit C.F. David’s Portfolio FISV Stock Details FISV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-3,750	Closed	-$209K	–	98
2026 Q1	$209K	Hold	3,750	–	–	0.09%	85
2025 Q4	$262K	Hold	3,750	–	–	0.11%	79
2025 Q3	$483K	Buy	3,750 +500	+15%	+$71.7K	0.22%	66
2025 Q2	$560K	Buy	3,250 +1,100	+51%	+$199K	0.27%	59
2025 Q1	$475K	Hold	2,150	–	–	0.24%	61
2024 Q4	$442K	Hold	2,150	–	–	0.18%	68
2024 Q3	$392K	Hold	2,150	–	–	0.19%	69
2024 Q2	$320K	Hold	2,150	–	–	0.17%	72
2024 Q1	$320K	Buy	2,150 +300	+16%	+$43.7K	0.17%	69
2023 Q4	$244K	Hold	1,850	–	–	0.14%	84
2023 Q3	$209K	Hold	1,850	–	–	0.14%	69
2023 Q2	$234K	Hold	1,850	–	–	0.16%	70
2023 Q1	$217K	Hold	1,850	–	–	0.15%	69
2022 Q4	$187K	Hold	1,850	–	–	0.13%	70
2022 Q3	$173K	Buy	+1,850	New	+$189K	0.14%	69
2022 Q1	$188K	Hold	1,850	–	–	0.12%	74
2021 Q4	$192K	Hold	1,850	–	–	0.12%	75
2021 Q3	$203K	Buy	1,850 +1,050	+131%	+$117K	0.14%	74
2021 Q2	$86K	Buy	+800	New	+$93K	0.07%	78

Other funds holding FISV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Boit C.F. David's FISV Position: Q2 2026 in Review

Boit C.F. David sold out of Fiserv Inc (FISV) in Q2 2026, closing a stake of 3,750 shares — an estimated $209K sold.

Boit C.F. David first reported a position in FISV in Q2 2021 and held it in 19 quarters. The position peaked at $560K in Q2 2025. 811 funds tracked by Wall St. Rank hold FISV as of Q2 2026.

Boit C.F. David reported no remaining Fiserv Inc position as of Q2 2026 after selling out during the quarter.
Boit C.F. David sold 3,750 Fiserv Inc shares in Q2 2026, an estimated $209K.
Boit C.F. David first reported a position in Fiserv Inc in Q2 2021 and held it in 19 quarters.
Boit C.F. David's Fiserv Inc position peaked at $560K in Q2 2025.
811 funds tracked by Wall St. Rank held Fiserv Inc as of Q2 2026.

Based on Boit C.F. David's 13F filing for Q2 2026, filed 30 Jul 2026.